Brokerage Engine Support

Task Workflows (Type of Task):

  • There are various types of tasks that follow different workflows. They are:

    • Order Marketing Opportunity: 

      • This would automatically generate an existing marketing opportunity

    • Marketing

      • Creates a requested task for staff using the agent review workflow

    • Admin Checklist

      • Creates an admin task with individual checklist items to check off within the task

    • Agent Reminder

      • Creates a task for the agent to complete a specific request

    • Admin Reminder

      • Creates a task for the admin to complete a specific request


Task Triggers: 
 (Note:The triggers are the same for both Residential Lease Listings and Other Income Transactions.)

  • Tasks can automatically trigger based on a variety of trigger points. 

    • Listing.status-prospective

      • When a prospective listing gets entered into the system

    • Listing.status-draft

      • When a new draft listing gets entered into the system, or a prospective listing converts to a draft listing

    • Listing.status-gtl

      • When a listing advances from a draft status to Good to Launch status

    • Listing.status-active

      • When a status changes from GTL to Active or is imported from MLS

    • Listing.status-pending

      • When a status changes from Active to Pending

    • Listing.status-expiring

      • Triggers a task 30 days before the expiration date of the listing

    • Listing.status-expired

      • When a listing status expired

    • Listing.status-closed

      • When a listing status goes Closed

    • Listing.status-offline

      • Triggers task 5 days before a listing expires or is closed, or triggers on the day the status gets changed to withdrawn 

    • Listing.media-updated

      • Triggers on any updates to the Listing photos

    • Listing.price-updated

      • When a price gets changed

    • Transaction.status-pending

      • When a new transaction is entered

      • Conditional Options: Listing Side, Buying Side, or Both Sides

    • Transaction.status-closed

      • When a transaction status changes to Closed

      • Conditional Options: Listing Side, Buying Side, or Both Sides

    • Transaction.status-cancelled

      • When a transaction status gets changed to Cancelled

    • Transaction.commission-status-open

      • When the commission detail page is set to open

    • Transaction.commission-status-commission_verified

      • When the commission detail page is set to 'commission verified' status

    • Transaction.commission-status-cda_sent

      • When the commission detail page is set to "CDA sent" status

    • Transaction.commission-status-title_payment_received

      • When the commission detail page is set to 'title payment received' status

    • Transaction.commission-status-complete

      • When the commission detail page is set to "complete' status



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